Saul Waller

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Vertical Communications Holdco, Inc. provides telecommunication services. The company is headquartered in Santa Clara, CA.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Dealogic LLC provides financial software. It designs, develops and markets software, communications and analytical products for the investment banking industry. The company was founded in 1997 and is headquartered in New York, NY.

True Botanicals LLC provides personal care products. It offers skin care and anti-aging products which include cleansers, face oils, mists and sunscreen lotions. The company was founded by Christina Mace-Turner and Hillary Peterson in 2014 and is headquartered in Mill Valley, CA.

Next Level Pizza, Inc. operates as pizza stores. It offers decorated pizza, The Classics, Make-A-Selfie, seasonal salads, breakfast, and dessert. The company was founded by Doug Ferriman in 2014 and is headquartered in Boston, MA.

Grillo's Pickles, Inc. engages in the manufacture of pickle products. It offers Itallian dill spears, Itallian dill chips, half sour pickles, fresh-to-go dill chips, pickle de gallo, and beverages. The company was founded by Travis Grillo in 2008 and is headquartered in Needham. MA.

IdeaPaint, Inc. produces paints that turn surfaces into whiteboards. Its paint solutions that are applied on desks, doors, walls, hallways, columns, conference tables, reception areas/lobbies, seminar rooms, cafeterias and cafes, and old whiteboards. The firm’s products include paint, Magnetic, and accessories. The company was founded by John Goscha, Jeff Avallon, and Morgan Newman in 2002 and is headquartered in Boston, MA.

The Martin Agency, Inc. provides direct marketing services. It offers advertising, strategic planning, direct response, digital, data analytics, design and content services. The company was founded by David N. Martin in 1965 and is headquartered in Richmond, VA.

Trestle Partners LLC (Trestle Partners) is a venture capital/private equity firm founded in 2019 by Thomas Babcock and Jack Fennebreseque. The firm is headquartered in New York.

Lumos Capital Group LLC (Lumos Capital Group) is a private equity firm founded in 2018 by Victor Hu and James F. Tieng. The firm is headquartered in San Francisco, California.

Mentorcloud, Inc. is a company founded in 2013 that helps businesses improve their performance and agility by providing a technology platform and methodology for employees to access internal human wisdom from subject-matter experts and leaders. Mentorcloud is based in Menlo Park, CA and was founded by Rajesh Chakka Setty and Ravi Gundlapalli. The company's platform is used by well-known brands such as Marriott International, Merck Group, ASBA, Seven West Media, IESE Business School, and NASDAQ Center. The platform has been proven to accelerate skills development, talent engagement, and retention, resulting in measurable ROI.

Plytix.com ApS provides analytics data software. It offers solutions that enable brands and retailers to address challenges in digital product management and distribution. The company was founded by Alejandro López, Stian Iversen, and Morten Hellesøe Poulsen in 2014 and is headquartered in Copenhagen, Denmark.

Marsello Ltd. is a New Zealander retail SaaS company founded in 2014 that provides SMB retailers with targeted, data-driven marketing tools such as email, SMS, and customer loyalty programs. The company is based in Wellington, New Zealand and has subsidiaries in New Zealand. With 5,000 retailers as customers across 130 countries, Marsello helps retailers create an industry-leading marketing strategy while focusing on their business. The company was founded by Brent Spicer, who has been the CEO since incorporation.

Symphony Communication Services LLC engages in the design and development of cloud-based work platforms. It is an open source, secure communication and workflow platform that help to improve workplace productivity, and connects users to community. The company was founded by David Gurle in October 2014 and is headquartered in Palo Alto, CA.

Nova Credit, Inc. provides credit reporting services. It translates international credit data into a U.S. equivalent score and report in a format familiar to American underwriters. The company was founded by Misha Esipov, Nicky Goulimis and Loek Janssen in 2016 and is headquartered in San Francisco, CA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

A2 Access, LLC provides aggregated sell-side corporate access events system. Its system provides an aggregated view of meetings and events to institutional investors. The company was founded by Billy Fennebresque and Robert Long in 2012 and is headquartered in New York, NY.

Cargobase Pte Ltd. develops software platform for shippers and logistics industries. It offers quoting, tracking, invoices, and analytics platform. The firm’s products include Cargobase SMART and Cargobase PRO. The company was founded by Jan van der Burgt and Wiebe Helder in 2013 and is headquartered in Singapore.

Upstream Rehabilitation, Inc., provides outpatient rehabilitation therapy services. It offers therapist partnership, physical solutions and provider network. The company was founded by Paul Zimmermann and David Van Name in 2004 and is headquartered in Birmingham, AL.

Technology Association of Georgia operates as a personal, professional, and business association. The company was founded in 1999 and is headquartered in Atlanta, GA.

Graduate Management Admission Council is a non profit organization which is committed to advancing the art and science of admissions by convening and representing the industry and offering best-in-class products and services for schools and students. The company was founded in 1953 adn is headquartered in Reston, VA.

Momentive, Inc. provides online survey software services. The firm?s features include A/B testing significance calculator, alternative to surveymonkey, surveymonkey analyze, android app, benchmarking, Canada survey, charts and graphs, online quizzes, customer experience management software, customer satisfaction benchmarks and customizable surveys. It also offers services like buy survey responses, multi user account, benchmarks, mobile app, partner integrations and API, survey programming, survey in salesforce, survey in market, telephone surveys and wufoo online forms. The company was founded by Ryan Finley in 1999 and is headquartered in San Mateo, CA.